Fiduciary Planning’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $838K | Buy |
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|
2025
Q2 | $720K | Sell |
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|
2025
Q1 | $795K | Buy |
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|
2024
Q4 | $719K | Sell |
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|
2024
Q3 | $802K | Buy |
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|
2024
Q2 | $769K | Buy |
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|
2024
Q1 | $776K | Buy |
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|
2023
Q4 | $667K | Hold |
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|
2023
Q3 | $784K | Buy |
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|
2023
Q2 | $677K | Hold |
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|
2023
Q1 | $692K | Buy |
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|
2022
Q4 | $696K | Buy |
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|
2022
Q3 | $551K | Sell |
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|
2022
Q2 | $543K | Sell |
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|
2022
Q1 | $525K | Buy |
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|
2021
Q4 | $389K | Sell |
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|
2021
Q3 | $384K | Buy |
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|
2021
Q2 | $400K | Sell |
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|
2021
Q1 | $354K | Buy |
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|
2020
Q4 | $262K | Sell |
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|
2020
Q3 | $698K | Buy |
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|
2020
Q2 | $685K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $218K | Buy |
|